Service Titan Knowledge Base

Setting up the Intacct Integration with ServiceTitanLast updated on 03/22/2022

To integrate your Intacct account with your ServiceTitan account, authenticate your Intacct account in ServiceTitan and then verify the configuration on your ServiceTitan account.


Things to know

  • Keep in mind that transactions exported from the NEXT sandbox environment to Intacct will appear in your real Intacct production environment.

  • To authenticate your Intacct account, you will need an Intacct web services login. It is important to set up the Intacct web services login because this will prevent Intacct from charging you for an additional user. To retrieve your Intacct web services login credentials, contact your Intacct consultant. You should also confirm that your Intacct account is subscribed to Web Services.

  • The XML package will need to be downloaded and synced into Intacct each time you make changes to the Intacct setup.


Authenticate the Intacct integration in ServiceTitan

  1. Go to the navigation bar and click the Settings.

  2. In the side panel, click Integrations > Intacct.

  3. Click Add connection.

  4. Enter your Intacct web services login credentials.

    When you're done, click Next. If you receive an error, ensure that your login information is correct and try again. If the authentication is successful, continue.

  5. Select the Intacct Model you want to use for your business.

    Model

    Use case

    Both master data and transaction at top level

    Use this model if you:

    • Have a single ServiceTitan environment which includes multiple legal entities, which you've chosen to represent as different entities in Intacct

    • Frequently have one entity performing work, receiving payment, or remitting payment on behalf of another entity

    Master data at top level, but transaction at entity level

    Use this model if you:

    • Have a single ServiceTitan environment that includes multiple legal entities, which you choose to represent as different entities in Intacct

    • Do not frequently have one entity performing work, receiving payment, or remitting payment on behalf of another entity

    • Want to restrict user access to the information within each entity and keep operations separate between each other, and you have a single customer, vendor, and item list between all of the entities

      Note: Both master data and transactions must be at entity level

    Both master data and transactions at entity level

    Use this model if you have multiple ServiceTitan environments that are connected to a single Intacct environment, and each ServiceTitan environment is represented as a single entity in Intacct.

  6. Configure the integration.

    • Toggle Enable Intacct Project if you are using the Projects dimension in Intacct.

    • Toggle Enable customer-project linkage if you want to export adjustment invoices where the bill to is different than the original invoice. You can toggle this only if you have Enable Intacct Project toggled.

    • Toggle Enable Parent Project mapping to export projects as parent projects. You can toggle this only if you have Enable Intacct Project toggled. Note: If you use your own API, make sure to disable exporting projects as parent projects to prevent conflicts with ServiceTitan’s integration and your API.

    • Toggle Export inventory usage into Intacct if you are using Intacct’s Inventory Module.

    • Toggle Enable class creation if you want to use service locations as classes.

  7. Map your Intacct Transaction definitions to your ServiceTitan transaction types.

    We recommend that you map Receipts to the PO Receiver in Intacct and Bills to the Vendor Invoice in Intacct.

  8. When you are done, click Next.

  9. Review all the selections you have made for your Intacct Account in ServiceTitan.

  10. When you're done, click Next.

  11. In order to finalize the Intacct setup, verify that there are custom fields present on Intacct. If the custom fields aren't installed on Intacct, a package is available for download to install on Intacct.

    If available, click this Package to download the XML package.


Verify integration with Intacct

After setting up the Intacct integration, you might have an XML package. You can email the XML package to your Intacct consultant. The Intacct consultant will install the package.

Alternately, you can upload this package to Intacct yourself:

  1. In Intacct, click Platform Services > Packages.

  2. Click New Package. Then, click Choose File. Select the XML package that was downloaded to your computer.

  3. Click Import.

  4. Refresh the cache in Intacct after the sync to view the custom fields.


Want to learn more?

For more information about our Intacct integration, see Intacct Users.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.